AMP - Flexible Lifetime Allocated Pension - MIR Australian Equity - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 3.92 -4.76 0.63 -15.27 - - - -
Growth return 3.92 -4.76 0.63 -15.27 - - - -
Income return 0 0 0 0 - - - -
Market index (S&P/ASX 200 TR AUD)
Total return -2.21 -9.28 -3.67 -0.96 6.54 7.69 5.83 8.98
As as 31 Aug 2008. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Australian Equities
89.69%
Property
7.04%
Cash
3.29%
Alternatives
-0.02%

General Information

Fund Details
Type Description
AMP - Flexible Lifetime Allocated Pension - MIR Australian Equity
Closed
AMP Superannuation Limited
AMP1089AU
Equity Australia Large Value
Not Rated
Allocated Pension
1 Sep 2006
$3.98 million (as at 31 Jul 2008)
$1.116 (as at 11 Sep 2008)
$1.116 (as at 11 Sep 2008)
Fund Objective
To outperform the S&P/ASX 200 Accumulation Index by greater than 4.5% per annum over rolling five year periods before taking into account Fund fees and expenses. Returns are not guaranteed.
Fund Strategy
A diversified portfolio of stocks comprising companies that are listed on the Australian Stock Exchange ('ASX') that are held either directly or by investing in units in other MIR funds established by MIR or EQT.
Offer information
Type Description
Standard entry fee 4.50%
Indirect Cost Ratio (ICR) - Estimated 2.35% (as at 30 Sep 2006) (Estimated)
Minimum initial investment $20,000

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART cannot make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
InvestSMART International Equities 9.77%
Intelligent Investor Equity Income 8.01%
Intelligent Investor Equity Growth 7.82%
InvestSMART High Growth 6.94%
InvestSMART Core Growth 6.37%
InvestSMART Balanced 5.00%
InvestSMART Australian Small Companies Fund 4.01%
InvestSMART Diversified Property and Infrastructure 3.84%
InvestSMART Hybrid Income 3.77%
InvestSMART Diversified Income 3.76%
InvestSMART Interest Income 2.12%

* Returns p.a. since inception after investment & admin fees

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